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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

508 hedge funds and large institutions have $5.42B invested in Invesco FTSE RAFI US 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 153 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+24
Holders Change %
+4.96%
% of All Funds
6.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
52
Increased
134
Reduced
153
Closed
20
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$447M
2
RA
2
RFG Advisory
Alabama
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.2M
5
Wells Fargo
5
Wells Fargo
California
$80M

Top Sellers

1
Invesco
1
Invesco
Georgia
$132M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$242M
4
Charles Schwab
4
Charles Schwab
California
$949M
5
WA
5
Waverly Advisors
Alabama
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
MAI Capital Management
Ohio
$1.67M +$141K +3,485 +9%
AWA
152
Arkadios Wealth Advisors
Georgia
$1.66M -$114K -2,815 -6%
Stifel Financial
153
Stifel Financial
Missouri
$1.65M +$87.3K +2,163 +6%
MFS
154
McNamara Financial Services
Massachusetts
$1.63M -$121K -3,003 -7%
SC
155
Savant Capital
Illinois
$1.6M -$105K -2,613 -6%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.6M -$588K -14,566 -27%
VP
157
Verum Partners
North Carolina
$1.59M -$11.7K -290 -0.7%
NCM
158
Novare Capital Management
North Carolina
$1.59M -$27.6K -684 -2%
MHS
159
M Holdings Securities
Oregon
$1.56M – – –
O3W
160
Omni 360 Wealth
New Jersey
$1.54M +$19K +471 +1%
SWM
161
SigFig Wealth Management
California
$1.53M -$25K -621 -2%
ACG
162
Allen Capital Group
Nebraska
$1.5M -$29.4K -729 -2%
SWM
163
Shakespeare Wealth Management
Wisconsin
$1.49M -$13.3K -330 -0.9%
WFA
164
West Financial Advisors
Iowa
$1.49M – – –
WA
165
Whipplewood Advisors
Colorado
$1.47M +$1.47M +36,553 New
GIA
166
Gladstone Institutional Advisory
Florida
$1.46M -$12.7K -315 -0.9%
RK
167
Rather & Kittrell
Tennessee
$1.43M -$78.1K -1,936 -5%
SFP
168
Sterling Financial Planning
New Jersey
$1.4M -$74.7K -1,852 -5%
Jane Street
169
Jane Street
New York
$1.4M +$661K +16,390 +90%
SFA
170
Sequoia Financial Advisors
Ohio
$1.33M +$57.4K +1,423 +5%
FG
171
Fairman Group
Pennsylvania
$1.3M -$19K -470 -1%
BWA
172
Burt Wealth Advisors
Maryland
$1.28M – – –
DPI
173
Diversified Portfolios Inc
Michigan
$1.26M – – –
AA
174
Addison Advisors
Vermont
$1.26M -$2.02K -50 -0.2%
EWA
175
EP Wealth Advisors
California
$1.25M +$91.8K +2,275 +8%
5 6
7
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